TECHNOLOGY
Audit-ready for your next funding round
We help SaaS and tech companies get the clean financials investors, acquirers, and boards demand — without the Big 4 price tag.
We help SaaS and tech companies get the clean financials investors, acquirers, and boards demand — without the Big 4 price tag.
Who we work with:
SaaS companies, fintech platforms, and venture-backed startups that need audited financials — fast.
Whether you're approaching a Series A, preparing for acquisition, or filing a Reg A+ offering, your financials need to be airtight. We work with technology companies at every stage — from first audit to ongoing compliance — delivering reports that meet investor and regulatory standards without the delays or overhead of a large firm.
Built for the Way Tech Companies Operate
Most CPA firms weren't built for SaaS, startups, or venture-backed growth. We were.
- Reg A+ & SEC-Ready FinancialsPlanning a Reg A+ offering or preparing for SEC scrutiny? We prepare audit-ready financials that meet PCAOB and GAAS standards — so your offering doesn't stall over compliance issues.
- Revenue Recognition Done RightASC 606 is complex for SaaS. We ensure your revenue recognition is structured correctly from the start — so it holds up under investor due diligence and audit scrutiny.
- Cap Table & Equity AccountingStock options, SAFEs, convertible notes — we handle the accounting complexity that comes with startup equity structures, so your books are clean when it matters most.
- Multi-Entity & Subsidiary ConsolidationRunning multiple LLCs, a holding company, or international subsidiaries? We handle consolidated financial statements across complex entity structures — clean, investor-ready, and audit-compliant.
What we do for you?
Financial Audit
The highest level of assurance — independent examination of your financial statements, issued under U.S. GAAS.
Review Engagement
Limited assurance through analytical procedures — faster and less costly than an audit, more rigorous than a compilation.
Compilation
Professionally formatted financial statements — no assurance provided, ideal when presentation is the requirement.
Bookkeeping
Monthly reconciliation, categorization, and financial reports — clean books delivered on the same schedule every month.
Tax Service
Federal and state return preparation and year-end planning — filed accurately, on time, every time.
Why Tech Companies Choose Greywood?
- You Talk to the CPA, Not a JuniorEvery engagement is handled by a licensed CPA who understands SaaS metrics, equity structures, and what your investors actually need to see — not passed to someone learning on your dime.
- No Onboarding TaxWe work with tech companies regularly. You don't spend the first month explaining ARR, deferred revenue, or stock-based compensation — we already speak the language and hit the ground running.
- Fixed Fees, No SurprisesEvery engagement starts with a fixed-fee letter. You know the cost before we start — no hourly billing, no scope creep, no invoice shock right before your close.
- Fast Turnaround, Every TimeInvestor timelines don't wait. Whether it's a first-time audit or an annual review, we move fast so you're never the bottleneck in your own fundraise or acquisition process.
- Built for Every StagePre-seed to Series B, bootstrapped to venture-backed — our services scale with your company. You won't need to switch firms as you grow.
- Deadline ObsessedFiling deadlines, investor data rooms, lender requirements — we run on a fixed schedule and we don't miss. You'll never be chasing us for a status update.
Ready to Get Your Financials in Order?
One consultation. 15 minutes. No cost.